SYNTAX RESEARCH, INC.
Total AUM
$202.9M
Employees
2Clients
108Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 EAST PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL 33432
United States
SUITE 800
BOCA RATON
FL 33432
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
(855) 796-8296
Financials
Total AUM
$202.9M
Accounts
230Discretionary
$202.8M
Accounts
227Non-Discretionary
$136.5K
Accounts
3
Clients
Individual Clients
64AUM
$23.6M
HNW Individual Clients
43AUM
$168.1M
Charitable Organization Clients
1AUM
$11.2M
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNJNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.